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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $2,476 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,218 | $106,110+31.2% | $147,005-5.3% | $77,671+79.2% |
| Participation rate | 69.4% | 78.4%-8.9pp | 82.2%-12.7pp | 70.6%-1.1pp |
| Annual return | 19.38% | 56.77%-37.4pp | 418.76%-399.4pp | 31.21%-11.8pp |
| Employer contribution / active EE | $7,019 | $4,065+72.7% | $4,934+42.3% | $2,726+157.5% |
| Participant deferral / active EE | $8,898 | $7,992+11.3% | $8,070+10.3% | $4,648+91.4% |
| Admin fee / account holder | $4 | $338-98.7% | $13,006-100.0% | $430-99.0% |